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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (60639)	8/24/1998 10:48:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

LOD, people like Gary are very important to those of us who have been long Dell for such a long time that we can't remember all of the reasons we decided to invest in Dell, and all of the doubts we first had when we bought this fine company. By critically examining the company we are going through a reaffirmation of our assessments. This is a valuable exercise. So where does Gary stand? In a peculiar spot, because he claims that the company is fundamentally sound, but stand to lose growth (no evidence to support this), and if it does it will decrease in price. But this statement is a tautology, and consequently leaves me yawning. Frankly, the thing that impresses me most is the fact that the company looks even better to me now than it did when I first invested in it. What I am eagerly awaiting is more news on the mass storage front. Has anybody seen any projections? TTFN, CTC

To: SecularBull who wrote (60639)	8/25/1998 10:37:00 AM
From: The Phoenix	Read Replies (4) \| Respond to of 176387

Long, It has been my mistake - there is no competition for DELL. I'm convinced now. DELL will continue to plow through the market sweeping away CPQ, IBM, HP, and every other manufacturer in their way. DELL will one day be the only PC you can buy. Market growth will not only continue but as DELL gains more and more market share, market growth will mysteriously accelerate so that DELL's growth can continue. And, since DELL will have a virtual monopoly, margins will increase because they can maintain prices at artificially high rates. By 2000 DELL will have a market cap exceeded only by that of Microsoft. I've got to go now....I'm going to sell my portfolio and put it all in DELL. OG